Shulou(Shulou.com)11/24 Report--

CTOnews.com news on November 6, according to Runto Loto Technology Research official account news, Loto Technology today released the "Global Business display Panel Market Analysis Quarterly report" data, which showed that in the third quarter of 2023, the global shipment of large-size interactive flat panel display panels was 1.056 million, an increase of 21.0 percent over the same period in 2022, and the shipping area was 1.641 million square meters, an increase of 18.7 percent over the same period in 2022.

CTOnews.com found that although Loto Technology said that although the volume and area of goods in the quarter increased by about 20%, due to the drag of the market in the first half of the year, the cumulative shipments in the first three quarters still decreased by 7.4% compared with 2022, and the cumulative shipping area decreased by 7.2%.

▲ unit: thousands of pieces, thousands of dollars,%, picture source Runto Loto Science and Technology Research official account supplier shipment structure of large-size interactive flat panels in the first three quarters of 2023

▲ unit:%, Tu source Runto Loto Science and Technology Research official account looks forward to the fourth quarter, the peak season reserve demand comes to an end, due to the overall large panel price trend is not clear, the whole machine manufacturer's panel purchase order is also relatively cautious. Throughout the year, the core problem in the large-size interactive tablet market remains weak end demand, and Loto Technology predicts that total panel shipments will decline by about 10% compared with 2022.

Lotu Technology said that TV panels usually share the same generation production line with large-size interactive flat panel display panels. According to RUNTO data, global shipments of large-size LCD TV panels were 58.6m in the third quarter of 2023, down 3.7% from the same period last year. The shipping area reached 43.0m square meters, up 11.8% from the same period last year. The changes in shipments and area are mainly due to the strategy of "large panel manufacturers" to balance the market price with supply, as well as the annual upgrading of the average size. "

The panel used for commercial or public information display is different from the TV panel, because it does not consume much in the factory, there is no consideration of depreciation and amortization, and there is no need to undertake the mission of stabilizing the market price. therefore, the production and marketing depends more on the demand of the whole machine market.

In addition, since the beginning of this year, under the influence of the long-term unilateral rise in overall display panel prices, the large-size commercial display panel market has had a certain stock preparation behavior before the third quarter, superimposed by the expectation that the third quarter is generally the traditional peak season. as a result, panel purchases and shipments in that quarter have been significantly improved.

Monthly shipments and changes of large-size interactive flat panel display panels in 2023

▲ unit: thousand pieces,%, Tu source Runto Loto Science and Technology Research official account manufacturer pattern: only the mainland panel factory shipments increase in the large-size interactive panel shipments, in the third quarter of 2023, only the mainland panel factory shipments maintain growth, an increase of more than 35%.

Among them, the combined market share of BOE (JD.com) and CSOT (Huaxing Optoelectronics) has reached more than 85%, an increase of nearly 19% compared with the same period in 2022. Their shipments are between Bozhong and Bozhong, and the Gap is about 4000 pieces, with a market share of 43.4% and 43% respectively. Among them, CSOT benefits from the increase of 86 inch panels in the T9 production line, resulting in a significant increase in market share.

In addition, Loto Technology believes that shipments from both Taiwan and Korean panel factories are on the decline.

Korean manufacturers are gradually withdrawing from LCD business, leaving only LGD (LG display) to supply 86 inches of Guangzhou factory 8.5generation production line, while Taiwan manufacturers are adjusting their business planning and operation strategies, starting to lay out mainly new technologies and high-value goods, and the shipments of Innolux (mass optoelectronics) have been basically negligible.

Monthly shipments structure of large-size interactive flat panel display panels in 2023

▲ unit: thousand pieces, picture source Runto Loto Science and Technology Research official account size pattern: 65, 75 inches, 86 inches each account for 30% of the market, Loto Technology claims that in the first three quarters of 2023, 86 inches accounted for 30.9% of the total, and 65 inches accounted for 29.7% of 75 inches and 65 inches accounted for 29.7% 30.2% respectively.

The main sizes of large interactive tablets are 86 inches, 75 inches and 65 inches, which account for more than 90% of the overall market. 86 inches ranks first in shipments by a narrow margin.

In terms of size, BOE accounts for more than half of 75-inch and 65-inch shipments, 50% and 55.9%, respectively. Of the 86-inch shipments, COST ranked first with a share of 39.5%.

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